240 South Pineapple Avenue, Suite 200  Sarasota, Florida  34236

You can find reports from our Investment and Research team, timely and informative financial planning topics from our Wealth Management team, and deeper dives on various important topics in our white papers from any team member. Read online, share with friends, or download for your convenience.

Scholarship Program Designed to Heighten Awareness of Personal Fiscal Responsibility

Allegiant Private Advisors gives back to the community in many ways, but few are more important than supporting deserving students. We have had the distinct privilege of awarding a scholarship every year for the past 20 years. This year’s recipient of our $2,500 scholarship—as well as a National Merit Scholarship—is Hadleigh Schwartz, daughter of clients Allison Silver and Hardy Schwartz.

Kristina Eastmond, Allegiant’s Operations ManagerKBFS Bio Eastmond, oversees the concierge-level client services at Allegiant Private Advisors.  She is committed to making every interaction with our clients and prospects a positive, informative and meaningful one.  Through daily collaborations with our Wealth Advisor, Investment Research and Client Service teams, Kristina is able to proactively monitor and address clients’ needs and provide personalized solutions in a timely fashion.  Areas of responsibility include client onboarding, transfer of assets, account maintenance, cash management, and account succession and compliance.  

We asked Kristina to talk about herself so that all clients could get to know more about her.

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As part of the monthly NFIB Small Businesses Survey, thousands of small business across the U.S. must identify the largest problem that their business is currently facing. The answer to this question helps to shed light on the challenges constraining the U.S. economy. The chart above shows how the answer to this question has changed dramatically over the last ten years.

KBFS Bio RaymondAt Allegiant, one of the region’s top independent wealth management firms, our clients can expect an exceptional level of caring, professional, and personalized concierge assistance. We treat our clients like family, and work closely with each family to service their various financial needs. We focus on hiring – and retaining – the best-qualified, detail-oriented professionals to ensure every request is handled with the utmost care by our Wealth Management, Investment and Client Services teams.

This month, Allegiant Private Advisors is proud to announce the promotion of one of our own long-time special team members. Helen Raymond has been promoted to the position of Senior Operations Specialist, a vital role on our Client Services team.

Merriam-Webster defines philanthropy as goodwill to fellow members of the human race; especially: active effort to promote human welfare.” 

The Sarasota community came together to stretch this definition to new heights, taking philanthropic action for the benefit of hundreds of important causes for 24 hours on May 1 and 2 as part of the 2018 Giving Challenge.

It’s tough to remember how we managed our daily lives without smartphones. How did we get around town without quick access to Google Maps? Pay our bills on time before we had credit card and banking apps? Or let someone know we were running late without text messaging?

Because completing tasks on smartphones is so easy, we tend to overlook the sensitivity of the data we store on them. And that could be a recipe for disaster. To help you safeguard your confidential data, we’re sharing five mistakes that most of us make when using our smartphones, along with some simple fixes that you can put in place today. 

For those of you who were unable to join us for our Quarterly Market Update at Selby Gardens on April 18th, we had a wide-ranging presentation from members of Allegiant’s Wealth Advisor and Investment teams. 

Heavy doses of volatility have been par for the course in 2018. With the U.S. economy remaining on solid ground, the uptick in volatility has been led by concerns surrounding a potential trade war, not by a change in underlying fundamentals. The chart above shows the price movement of the S&P 500, along with several trade related and other key political headlines. While markets have remained volatile over the last few weeks, you can see that recent swings have not been as pronounced as the swings that we witnessed earlier this year. This may signal that the market is beginning to discount some of the trade-related headlines, opting to wait and see how the situation plays out instead of making knee-jerk reactions.

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